Scholar: How to add and manage People

Need a hand managing your website? UWaterloo Scholar allows you to add people to your site and  assign them different permissions.

Adding People

1. Select People from the Administration bar. On the People page you will see a list of users with access to your UWaterloo Scholar site.

2. Select the +Add a member button on the top right of the page.

   1. If the user exists on another scholar site: In the Member field, enter the name, WatIAM ID or email address of the person you wish to add to your site, select a role for the user, and select Add member.

   2. If the user has never logged in to UWaterloo Scholar: select Create a new member.

      1. Enter their WatIAM ID in the CAS username field, select a role for the user and click Create and add member. Note: Please enter an valid 8 character WatIAM ID.

   3. A notification will appear at the top of the page notifying you that:

      1. A welcome email has been sent to the user you just added.

      2. The user has been added to your UWaterloo Scholar website.

   4. New members will appear on the People page.

Managing permissions

On UWaterloo Scholar you control what access users have to your site by assigning them roles. There are four available roles:

• Site Owners will have full permissions that include the ability to:

  • Create, edit and delete all content

  • Assign users to roles

By default, you will be the Site Owner of your UWaterloo Scholar site, but you can also change ownership at any time. A website can only have one Site Owner at a time.

• Administrators will have permissions to:

  • Create, edit and delete all content
    Multiple users on a site can be designated as Administrators.

• Content Editors will have permissions to:

  • Create, edit and delete their own content on the site

  • Edit all content
    Multiple users on a site can be designated as Content Editors.

• Basic Members will have permissions to:

  • Create, edit and delete their own content on the site
    Multiple users on a site can be designated as Basic Members.

Change a member's role

1. Select People from the Administration bar.

2. Next to the person whose role you wish to change, select edit.

3. Select the role you wish to assign to that person: Administrator, Content editor or Basic member.

4. Select Save.

Change Site Owner

1. Select People from the Administration bar.

2. Next to your name, select Change owner.

3. Under User name select the WatIAM of the person you wish to make Site Owner.

4. Select Save.